Check opportunity access when Jira flags sales work
When a new Jira issue relates to sales work, check whether relevant Capsule opportunities were recently restricted or deleted.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
Why this helps
A sales-related Jira request may depend on an opportunity that is no longer available in the normal Capsule view.
- Prompt a focused review of restricted or deleted opportunities
- Connect sales-related Jira work to CRM access context
- Make unusual opportunity changes visible
Setup
Build it in a few focused steps.
- 1Connect Jira and Capsule CRM once in the Notis portal.
- 2Create an automation in Notis by naming it and writing its prompt.
- 3In one instruction, ask Notis to list deleted or restricted Capsule opportunities since a supplied date when a new Jira issue clearly relates to sales work.
- 4Pick Jira's New Issue trigger and choose where run reports should go.
- 5Test with one real sales-related Jira issue and a date supplied in your instruction.
Questions about this workflow
Where does the date come from?
The action needs a given date. Supply the date or rule for choosing it in the automation prompt.
Will this restore opportunities?
No. It lists recently deleted or restricted opportunities; it does not restore them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Capsule crm. A trigger fires from one place; an action lands in another.
Jira triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
New Project
Triggered when a new project is added in Jira
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Jira and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.